-62.7%
NTHI vs VT
+34.9%
-97.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.3% | +3.3% |
| 7D | +42.6% | -0.7% | +43.3% | +42.4% |
| 30D | +65.6% | -1.7% | +67.3% | +65.5% |
| 3M | +3.9% | -2.3% | +6.2% | +3.8% |
| 6M | -17.8% | +1.5% | -19.3% | -17.8% |
| YTD | -45.3% | +12.0% | -57.4% | -44.7% |
| 1Y | -60.4% | +12.9% | -73.3% | -60.7% |
| All | -62.7% | +34.9% | -97.6% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling